D.L. Carlson Investment Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $3.18M | Buy |
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|
2019
Q4 | $3.79M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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